The Microwave Transmission market grew again in 1Q25, led by surging backhaul demand in India, MEA. Huawei, Ericsson, and ZTE lead as vendor concentration continues to rise, learn more.

“With this high growth rate in 1Q 2025, we are raising our projection for the year 2025 from 2 percent Y/Y to 5 percent Y/Y,” stated Dave Bolan, Research Director at Dell’Oro Group. “In China, several major projects were completed in 1Q 2025, mostly beneficial to ZTE. Learn more

“We attribute the improved conditions to favorable regional mix and lighter comps, rather than a change to the fundamentals that shape this market,” said Stefan Pongratz, Vice President for RAN market research at the Dell’Oro Group.

“Enterprises are voting with their wallets: cloud security is no longer a bolt-on—it is the control plane,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking at Dell’Oro Group. “The $32 B Google-Wiz acquisition crystallizes that reality and signals an arms race to own CNAPP’s data graph.